Core Viewpoint - AMD and Nvidia have obtained semiconductor export licenses to China under unprecedented conditions, requiring them to pay 15% of their revenues from chip sales in China to the U.S. government [3][4]. Group 1: Export Licenses and Conditions - Nvidia and AMD received export licenses for their H20 and MI308 AI chips, respectively, with the condition of revenue sharing with the U.S. government [3]. - This revenue-sharing agreement is unprecedented, as no previous U.S. company has agreed to such terms for export licenses [3]. - The U.S. government has not yet decided how to utilize the funds collected from this revenue sharing [3]. Group 2: Security Concerns and Criticism - Chinese state media criticized Nvidia's H20 chip, claiming it poses security risks and may contain "backdoors" that could allow remote shutdown [4][5]. - Nvidia denied these allegations, emphasizing the importance of cybersecurity and asserting that their chips do not contain backdoors [4]. - The Chinese National Internet Information Office has raised concerns about potential vulnerabilities in the H20 chip and requested Nvidia to provide proof regarding its safety [6]. Group 3: Technical Limitations of H20 Chip - The H20 chip is criticized for being less advanced than its standard version, the H100, with only about 20% of the overall computing power and 41% fewer GPU cores [7]. - The energy efficiency of the H20 chip is also questioned, as it reportedly achieves only 0.37 TFLOPS/W, below the 0.5 TFLOPS/W threshold for energy-saving levels [7]. - The article suggests that consumers may choose not to purchase the H20 chip due to its perceived lack of safety, advancement, and environmental friendliness [8].